CFS
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Coordinated Financial Services’s MP Materials MP Stock Holding History

Coordinated Financial Services’s Portfolio MP Stock Details MP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Hold
5,845
– – 0.16% 148
2025
Q4 		$295K Buy
5,845
+1,180
+25% +$74.8K 0.17% 138
2025
Q3 		$313K Sell
4,665
-2,155
-32% -$136K 0.2% 128
2025
Q2 		$227K Buy
+6,820
New +$174K 0.16% 136

Other funds holding MP

HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Coordinated Financial Services's MP Position: Q1 2026 in Review

Coordinated Financial Services held its MP Materials (MP) position steady in Q1 2026 at 5,845 shares worth $282K. The position accounts for 0.16% of the portfolio, ranked #148.

Coordinated Financial Services first reported a position in MP in Q2 2025 and has held it in 4 quarters since. The position peaked at $313K in Q3 2025. 710 funds tracked by Wall St. Rank hold MP as of Q1 2026.

  • Coordinated Financial Services held 5,845 shares of MP Materials worth $282K as of Q1 2026.
  • Coordinated Financial Services left its MP Materials share count unchanged in Q1 2026.
  • MP Materials made up 0.16% of Coordinated Financial Services's portfolio in Q1 2026, its #148 holding.
  • Coordinated Financial Services first reported a position in MP Materials in Q2 2025 and has held it in 4 quarters since.
  • Coordinated Financial Services's MP Materials position peaked at $313K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held MP Materials as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.